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I will setup lofty idx mls website lofty crm lofty automation lofty expert lofty
About this Gig
Are you looking to get the most out of Lofty CRM, BoldTrail, KVCore, or Follow Up Boss? I specialize in setting up and personalizing these CRM platforms to help real estate professionals and growing businesses automate lead management, streamline workflows, and close more deals faster and smarter
Whether you're launching a new Lofty IDX MLS website, refining your Lofty automation, or need a reliable Lofty expert to build efficient pipelines and campaigns, I've got you covered. My goal is to help you save time, scale operations, and stay fully engaged with your leads through smart CRM configurations and tools.
What's Included in This Service:
- Full setup and customization of Lofty CRM, BoldTrail, KVCore, or Follow Up Boss
- Lead capture forms, segmentation, and automated follow-up systems
- Integrated workflows via Zapier, Calendly, and third-party apps
- Lofty CRM automation for pipelines, email drip campaigns, and behavior triggers
- Personalized notifications, SMS campaigns, and branded email sequences
- Troubleshooting and performance optimization for your Lofty CRM website
- Editable newsletters and property alerts like weekly/monthly featured listings
Contact me to get started
Software:
HubSpot
FAQ
Can you set up Lofty CRM, BoldTrail, KVCore, and Follow Up Boss from scratch?
Absolutely! I offer full setup services for Lofty CRM, BoldTrail, KVCore, and Follow Up Boss including user roles, lead routing, pipeline stages, and integrations for a seamless start.
Do you provide automation workflows inside Lofty CRM?
Yes. As a Lofty automation specialist, I create custom automation sequences that trigger based on lead behavior. This includes email drips, SMS follow-ups, task creation, and smart campaigns tailored to your goals.
How do you integrate third-party tools like Calendly and Zapier?
Whether you're using KVCore, BoldTrail, or Follow Up Boss, I integrate popular tools like Calendly and Zapier to streamline bookings, sync lead data, and enhance your CRM capabilities—especially inside Lofty CRM.
